LIGCX Mutual Fund

LIGCX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
-0.10%
3 Months
+0.99%
6 Months
-6.48%
YTD
-8.74%
1 Year
-5.53%
3 Years (annualized)
+3.03%
5 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIGCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
-8.74%
Peer Avg (YTD)
+8.62%
vs Peers
-17.36%

LIGCX Mutual Fund Performance

LIGCX performance across multiple time periods: 1-month -0.10%, YTD -8.74%, 1-year -5.53%, 3-year 3.03%, 5-year 1.21%.

LIGCX returns trail the peer average of 8.62% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

LIGCX vs another fund shows side-by-side returns. LIGCX alternatives are available in the Mutual Fund Screener.